CIK 1729212
Port Capital LLC
Institutional 13F holdings & portfolio
Holdings
82
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 82
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HEI.A | HEICO CORP NEW | 860K | $1M+ | SH |
| RBC | RBC BEARINGS INC | 370K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 929K | $1M+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 236K | $1M+ | SH |
| AME | AMETEK INC | 452K | $1M+ | SH |
| SPXC | SPX TECHNOLOGIES INC | 462K | $1M+ | SH |
| RLI | RLI CORP | 1.4M | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 975K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 89K | $1M+ | SH |
| LIN | LINDE PLC | 177K | $1M+ | SH |
| GGG | GRACO INC | 867K | $1M+ | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 257K | $1M+ | SH |
| SSD | SIMPSON MFG INC | 409K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 111K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 381K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 267K | $1M+ | SH |
| CPRT | COPART INC | 1.4M | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 573K | $1M+ | SH |
| CACI | CACI INTL INC | 102K | $1M+ | SH |
| ULS | UL SOLUTIONS INC | 582K | $1M+ | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIES | 877K | $1M+ | SH |
| V | VISA INC | 120K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 78K | $1M+ | SH |
| WINA | WINMARK CORP | 98K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 530K | $1M+ | SH |
| KNSL | KINSALE CAP GROUP INC | 98K | $1M+ | SH |
| PB | PROSPERITY BANCSHARES INC | 510K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 107K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 615K | $1M+ | SH |
| ETN | EATON CORP PLC | 86K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 520K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD TR | 113K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 270K | $1M+ | SH |
| IEX | IDEX CORP | 109K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 75K | $1M+ | SH |
| AAPL | APPLE INC | 49K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 33K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 66K | $1M+ | SH |
| GOOG | ALPHABET INC | 16K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 147K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| CSW | CSW INDUSTRIALS INC | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 19K | $1M+ | SH |
| IJR | ISHARES TR | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |